CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s YieldMax AMZN Option Income Strategy ETF AMZY Stock Holding History

CAPTRUST Financial Advisors’s Portfolio AMZY Stock Details AMZY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,505
Closed -$140K – 3023
2025
Q4 		$140K Sell
10,505
-5,413
-34% -$75.2K ﹤0.01% 2575
2025
Q3 		$227K Buy
15,918
+349
+2% +$5.42K ﹤0.01% 2346
2025
Q2 		$253K Buy
+15,569
New +$243K ﹤0.01% 2145

Other funds holding AMZY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SI
Stirlingshire Investments New York $114M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CCG
Capital CS Group Irvine, California $48.6M AUM 11.64% 1-Year Est. Return

CAPTRUST Financial Advisors's AMZY Position: Q1 2026 in Review

CAPTRUST Financial Advisors sold out of YieldMax AMZN Option Income Strategy ETF (AMZY) in Q1 2026, closing a stake of 10,505 shares — an estimated $140K sold.

CAPTRUST Financial Advisors first reported a position in AMZY in Q2 2025 and held it in 3 quarters. The position peaked at $253K in Q2 2025. 33 funds tracked by Wall St. Rank hold AMZY as of Q1 2026.

  • CAPTRUST Financial Advisors reported no remaining YieldMax AMZN Option Income Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 10,505 YieldMax AMZN Option Income Strategy ETF shares in Q1 2026, an estimated $140K.
  • CAPTRUST Financial Advisors first reported a position in YieldMax AMZN Option Income Strategy ETF in Q2 2025 and held it in 3 quarters.
  • CAPTRUST Financial Advisors's YieldMax AMZN Option Income Strategy ETF position peaked at $253K in Q2 2025.
  • 33 funds tracked by Wall St. Rank held YieldMax AMZN Option Income Strategy ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.